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Abundance Wealth Counselors’s Trade Desk TTD Stock Holding History

Abundance Wealth Counselors’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,161
Closed -$254K – 158
2024
Q4 		$254K Sell
2,161
-4
-0.2% -$495 0.06% 128
2024
Q3 		$237K Hold
2,165
– – 0.05% 128
2024
Q2 		$211K Buy
+2,165
New +$195K 0.1% 68
2021
Q2 		– Sell
-2,000
Closed -$130K – 312
2021
Q1 		$130K Buy
+2,000
New +$155K 0.03% 95

Other funds holding TTD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Abundance Wealth Counselors's TTD Position: Q1 2025 in Review

Abundance Wealth Counselors sold out of Trade Desk (TTD) in Q1 2025, closing a stake of 2,161 shares — an estimated $254K sold.

Abundance Wealth Counselors first reported a position in TTD in Q1 2021 and held it in 4 quarters. The position peaked at $254K in Q4 2024. 1,050 funds tracked by Wall St. Rank hold TTD as of Q1 2025.

  • Abundance Wealth Counselors reported no remaining Trade Desk position as of Q1 2025 after selling out during the quarter.
  • Abundance Wealth Counselors sold 2,161 Trade Desk shares in Q1 2025, an estimated $254K.
  • Abundance Wealth Counselors first reported a position in Trade Desk in Q1 2021 and held it in 4 quarters.
  • Abundance Wealth Counselors's Trade Desk position peaked at $254K in Q4 2024.
  • 1,050 funds tracked by Wall St. Rank held Trade Desk as of Q1 2025.

Based on Abundance Wealth Counselors's 13F filing for Q1 2025, filed 21 Apr 2025.